Global Retirement Partners’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Global Retirement Partners’s Portfolio QDEF Stock Details QDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$247K	Buy	3,045 +103	+4%	+$8.29K	﹤0.01%	1350
2025 Q3	$235K	Buy	2,942 +12	+0.4%	+$926	0.01%	1094
2025 Q2	$217K	Buy	+2,930	New	+$205K	0.01%	1049
2024 Q4	–	Sell	-3,210	Closed	-$230K	–	3760
2024 Q3	$230K	Hold	3,210	–	–	0.01%	870
2024 Q2	$210K	Buy	+3,210	New	+$204K	0.01%	862

Other funds holding QDEF

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Global Retirement Partners's QDEF Position: Q4 2025 in Review

Global Retirement Partners increased its FlexShares Quality Dividend Defensive Index Fund (QDEF) stake by 3.5% in Q4 2025, buying an estimated $8.29K and bringing the position to 3,045 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Global Retirement Partners first reported a position in QDEF in Q2 2024 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold QDEF as of Q4 2025.

Global Retirement Partners held 3,045 shares of FlexShares Quality Dividend Defensive Index Fund worth $247K as of Q4 2025.
Global Retirement Partners bought 103 FlexShares Quality Dividend Defensive Index Fund shares in Q4 2025, an estimated $8.29K.
FlexShares Quality Dividend Defensive Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1350 holding.
Global Retirement Partners first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q2 2024 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.